Left Brain Wealth Management, LLC
CIK 1957370 · Holdings on Jun 30, 2026 · First reported Jul 30, 2026
Top ten holdings
Q2 2026- NVDA8.96%
- TSM6.63%
- MU4.40%
- AMAT3.87%
- ANET3.69%
- GE3.19%
- MPWR3.12%
- AMD3.07%
- META3.04%
- DELL2.96%
Share classes counted separately42.93%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MUWeight increased · +3.45 pp0.95% → 4.40%Shares +5.45K (+75.82%)
- AMDWeight increased · +2.95 pp0.12% → 3.07%Shares +16.06K (+1096.45%)
- AMATWeight increased · +2.84 pp1.03% → 3.87%Shares +10.09K (+131.86%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | NVDANVIDIA CORP View history and evidence | $29.71M | 8.96% | 148.50K shares | 10.05% → 8.96%-1.09 pp +1.73K (+1.18%) | Added | ▾ |
| 02 | TSMTAIWAN SEMICONDUCTOR-SP ADRSPONSORED ADS View history and evidence | $22.00M | 6.63% | 46.06K shares | 6.14% → 6.63%+0.49 pp -211 (-0.46%) | Reduced | ▾ |
| 03 | MUMICRON TECHNOLOGY INC View history and evidence | $14.58M | 4.40% | 12.63K shares | 0.95% → 4.40%+3.45 pp +5.45K (+75.82%) | Added | ▾ |
| 04 | AMATAPPLIED MATERIALS INC View history and evidence | $12.82M | 3.87% | 17.73K shares | 1.03% → 3.87%+2.84 pp +10.09K (+131.86%) | Added | ▾ |
| 05 | ANETARISTA NETWORKS INCCOM SHS View history and evidence | $12.25M | 3.69% | 72.10K shares | 3.53% → 3.69%+0.16 pp -1.19K (-1.63%) | Reduced | ▾ |
| 06 | GEGENERAL ELECTRICCOM NEW View history and evidence | $10.57M | 3.19% | 28.28K shares | 3.18% → 3.19%+0.01 pp -208 (-0.73%) | Reduced | ▾ |
| 07 | MPWRMONOLITHIC POWER SYSTEMS INC View history and evidence | $10.36M | 3.12% | 7.49K shares | 1.28% → 3.12%+1.84 pp +4.52K (+151.97%) | Added | ▾ |
| 08 | AMDADVANCED MICRO DEVICES View history and evidence | $10.18M | 3.07% | 17.53K shares | 0.12% → 3.07%+2.95 pp +16.06K (+1096.45%) | Added | ▾ |
| 09 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $10.07M | 3.04% | 17.87K shares | 4.51% → 3.04%-1.47 pp -2.21K (-11.00%) | Reduced | ▾ |
| 10 | DELLDELL TECHNOLOGIES -CCL C View history and evidence | $9.83M | 2.96% | 22.77K shares | Prior unavailable +22.77K | New | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 20
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PLTR PALANTIR TECHNOLOGIES INC-A | Non-derivative | -46,477 | -$6.80M | SEC filing ↗ | SEC filing ↗ |
| RSP INVESCO S&P 500 EQUAL WEIGHT | Non-derivative | -35,223 | -$6.76M | SEC filing ↗ | SEC filing ↗ |
| MCK MCKESSON CORP | Non-derivative | -6,994 | -$6.05M | SEC filing ↗ | SEC filing ↗ |
3 / 20 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1957370 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-30
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 331656927
}Research all 99 reported holdings.
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